Liability Adjuster 50k-60k New York, NY

Handle General Liability premises claims
Review and analyze coverage, apply policy conditions, provisions, exclusions and endorsements
Compose coverage declination letters, tenders, reservation of rights and other routine and complex correspondence
Provide excellent customer service
Fulfill specific client requirements including claim reporting and analysis
Investigate facts to establish negligence, determine liability
Negotiate claim settlements within authority limits
Document and attach all correspondence in client claim system
Effectively manage diary
Maintain Adjuster’s license

Legal Admin floater 43k Midtown NY

Job Description
•Communicates with internal and external clients, principals and team. Investigates and responds to client requests.
•Answers phones, transfers calls, takes messages, establishes conference calls, and uses voice mail.
•Handles correspondence, written and electronic.
•Coordinates, compiles, organizes and sends materials to clients.
•Understands and fully utilizes word-processing functions for document preparation.
•Prepares client bills and associated cover letters for principals and sends to clients as needed.
•Reviews and processes administrative and personal charges via BillBack program.
•Maintains principals’ time in Carpe Diem. Maintains and updates comprehensive contact information for all principals using CRM Best Practices.
•Maintains filing per team, utilizing Firm filing standards including Kwiktag.
•Files updates to Securities Handbooks.
•Utilizes iManage document management system effectively as a central repository for all matter related documents.
•Open all mail (may include electronic e-mails) forwarding if applicable. Makes travel arrangements and completes travel & expense reports for reimbursement in Concur.
•Prepares New Matter Reports and updates list of client/matter codes.
•Schedules meetings, reserves conference rooms, coordinates video/audio equipment, and orders food.
•Manages principals’ outlook calendars.
•Monitors CLE credits for principals. Updates Secretarial Desk Notes, as needed.
•Maintains appropriate sense of urgency and completes all work assignments within agreed upon deadlines.
•Practices and fosters an atmosphere of teamwork and cooperation.
•Performs any and all other duties as necessary and as assigned by your supervisor for efficient functioning of the Department, Office and Firm

•High School Diploma is required.
•College a plus.
•Previous Legal Secretarial experience preferred.
•Knowledge of the Firm’s Policies and Procedures.
•Excellent written and verbal communication skills.
•Excellent interpersonal and organizational skills.
•High attention to detail and ability to multi-task in a high paced environment.
•Ability to prioritize and coordinate work.
•Ability to maintain confidential information.
•Ability to manage workflow and delegate projects as necessary.
•Ability to juggle multiple tasks and manage deadlines.
•Ability to think critically and analytically in a pressured environment.
•Ability to clearly and effectively communicate with various levels of people within the organization.
•Ability to work productively and cooperatively with other employees.
•Ability to constantly learn new skills as they become necessary.
•Equipment: computer, fax machines, duplicating machines, scanners.
•Systems Required: iManage, MS Office, Elite, Legiant, Carpe Diem, CRM

Assistant Fraud Prevention Manager

Tuesday-Saturday 12 noon to 8pm (OT is required)

Assist and support Chargeback and Fraud Prevention Manager with all facets of fraud detection and prevention.
Database monitoring (STAR/Accertify)
Supervise accertify team
Create and update reports
Perform other duties as assigned

Bachelors Degree 2-3 years related experience in fraud detection in high-volume environment
2yrs payment fraud prevention experience
some supervisory experience strongly preferred
strong analytical skills
PC literate (windows/word/excel)
Strong Customer service and communications skills (both verbal and written)

Temporary full time Meeting/Event Planner and Travel Administrator position Jersey City

This position will have a specific focus on managing smaller meeting as well as assisting the team with all aspects of event logistics projects in the area of meeting/event planning for a variety of corporate business-related meetings, conferences, customer programs, and training workshops from pre-planning stages through post event analysis.

Responsibilities include assisting customers with registrations, collateral, obtaining certificates of insurance from exhibitors and various administrative and logistical details for events. As Coordinator you’ll assist in managing all logistics of smaller meetings including RFPs, source vendors and caterers, venue selection, food and beverage, registration, onsite logistics, post-event reporting. (Internal Training Meetings, one-day catering meeting, local hotel room block meetings.) Primary individual responsible for management registration system, including creation of meetings, registration and reporting. Other responsibilities include daily logistics planning for smaller meetings, maintenance of internal Conference Registration System, multiple Mailbox systems, network sites and vendors, managing billing & financial reconciliations (Req. purchase orders and paid invoices in timely manner). This individual will also be responsible for some Corporate Travel responsibilities, including answering inquiries and travel analysis/reporting.

Successful applicants should meet the following minimum requirements:
• Bachelor’s degree.
• 1-3 years’ experience in Event Management and logistics or college major in hotel/event management.
• Experience with registration processing and use or knowledge of external registration tools /software preferred.
• Excellent customer service skills, oral/written communications with ability to anticipate client needs and follow up
• Demonstrated ability to regularly multitask, prioritize and meet tight deadlines.
• Ability to take initiative, identify solutions and organize work independently and with coaching from others.
• Advanced MS Excel skills: Dashboard Reports and Pivot Tables.
• Strong sense of urgency and ability to assist team during high pressure situations.
• Must be open to working some late hours to accommodate off-site events.

Client Services Account Associate 50k-70k base Midtown NY

Company provides investment management and advisory services to institutional clients, financial intermediaries, private clients and investment vehicles around the world. Invest in a wide selection of equity, fixed income and alternative investments with the goal of producing superior risk-adjusted investment returns and providing investment solutions customized for our clients.

The Account Services Group is seeking a Client Account Services Associate to support the Institutional side of the business. This individual will be responsible for the facilitation and maintenance of the new account opening process for offices globally. The person will be required to coordinate all client related account openings and requests across various business units such as Accounting, Billing, Trading, Portfolio Management and Legal/Compliance.

The select individual will be expected to interface with all levels of management globally as well as external counterparties. The client associate will be expected to work under tight deadlines and have excellent organizational and time management skills. He/she must have excellent oral and written communication skills and be able to work both independently and as an effective team member.

Desired Qualifications
Bachelor’s degree or equivalent; major in Finance or Business a plus, but not required
3-5 years of related experience
Prior Asset Management/Operations custodial and/or broker-dealer experience is preferred
Knowledge of global market onboarding is preferred
Proficiency in MS office is required and MS Access is preferred

HR/Payroll Assistant 55-60k base Midtown NY

•Responsible for performance, maintenance, upgrades, data integrity and support of HRIS system
•Develop and integrate operating procedures to support HR administration and projects
•Schedule and execute mass changes (e.g. merit increases, bonuses, mass transfers), conversions, and data updates to HR data system
•Assist with ADP Reporting within department
•Liaison with IT staff in resolving HRIS issues.
•Responsible for regular file updates.
•Assist in preparing internal and external company audits (EEO, Vets 100, Affirmative Action Plans) and compliance reporting
•Coordinate and/or participate in projects assigned by HR Director
•Process bi-weekly payroll for exempt and non-exempt employees;
•Update tax status and deduction information;
•Process garnishments as received;
•Review and import data from time and attendance system to ensure accurate transfer of hours worked as well as paid and unpaid time off hours;
•Maintain PTO and reporting structure in time and attendance system;
•Prepare 401K reports and process funding for contributions;
•Assist with year-end processing and production of W2s;
•Create and run monthly payroll and ad hoc reports as needed;
•Collect and provide data for audits;
•Organize and maintain confidentiality of payroll files;
•Answer inquiries from employees, solve problems, enforce payroll policies
•HR administrative tasks including filing

Required Experience:
•Bachelor’s degree (BA/BS) form a four year college or university
•2 – 3 years Human Resources experience
•ADP Workforce Now experience is required
•Advanced Excel and reporting skills
•Able to shift easily for work demands
•Able to work with tight deadlines
•Adaptable and Approachable

Regional Account Director Downtown NY (OPEN SALARY) PERM

• Prospect and develop key senior level advertising agency and company relationships in order to effectively build and maintain territory ad revenue vs. budget.
• Establish professional relationships and a robust account pipeline by prioritizing and conducting a high volume of weekly account opens and sales calls to realize maximum revenue.
• Lead territory sales in prospecting and securing sales opportunities to meet quarterly and annual revenue goals
• Direct the account management activities for the territory to drive account expansion and penetration, develop long term relationships and insure customer satisfaction
• Strategically approach prospects and determine needs, marketing initiatives/ objectives, business model, budget cycle and key decision-makers.
• Develop effective sales proposals and ad sales solutions by utilizing a thorough understanding of appropriate and available inventory.
• Conduct high-level client sales meetings and presentations to aggressively and professionally move the sales process towards agreement in a timely manner.
• Maximize advertising results and ensure a high renewal rate by communicating with client services team and client to assure execution of contract deliverable and maximum program optimization.
• Efficiently manage territory T&E.
• Complete regular call reports, sales pipelines and revenue forecasts.
• Lead the advertising sales team, coaching and mentoring junior team members.

• Bachelor’s degree from an accredited college or university; Master’s degree encouraged
• Extensive digital sales background with a minimum 7 years of success in advertising sales
• In-depth knowledge of interactive advertising and media landscape
• Solid contacts and relationships with agencies and clients
• Ability to sell conceptual, multi-faceted and profitable advertising programs
• Must be able to think strategically from a marketing perspective
• Highly developed written and oral presentation skills
• Experience coaching and managing a team
• Experience in a financial vertical preferred

HR Assistant temp $18-$22/hr DOE Midtown NY/New York,NY

Provide organizational support
Develop and maintain a high precision filing and tracking system (virtual and physical), create and update PowerPoint decks
Provide overall HR department support and coordination, including heavy calendar planning / scheduling, primary phone coverage, data/document tracking
Develop and maintain HR intranet pages
Create advanced PowerPoint presentations; skilled in optimized formatting, design and layout techniques
Handle employee verification
Help support the background check process for new hires
Address general inquiries and provide client service support to our employees and external parties
Special projects as needed

·BA/BS degree preferred with a strong academic background
Excellent Communication Skills
·Proficiency in PowerPoint a must; intermediate knowledge of Microsoft Word and Excel
·Must be highly organized, detail oriented with multi-tasking and follow-through skills
Ability to handle highly sensitive data with confidentiality and integrity
·Strong sense of teamwork, client service and resourcefulness
·Detail-oriented with strong client/customer focus

Compliance Associate (PERM) Midtown NY Global Investment Company 60k-75k DOE

Assist with compliance oversight of our proprietary mutual funds, registered investment advisers and limited purpose broker-dealer.

Will conduct hands-on compliance under the guidance of more senior members of the Compliance team.

Should either have the appropriate FINRA licenses, or be amenable to obtaining licenses soon after beginning employment.

Major Responsibilities/Activities: •Register FINRA registered associated persons, including filing of Forms U4 & U5 and coordinate continuing education activities •

Facilitate onboarding process for new employees, including maintaining and reviewing new hire paperwork and conducting orientation

•Facilitate and participate in compliance training for new and current employees

•Monitor employee personal trading activities, resolve exceptions and maintain satisfactory records

•Assist in the preparation of regulatory filings such as SEC Forms ADV, 13G,13F and CFTC/NFA Forms PQR and PR

•Assist with monthly/quarterly and ad hoc client reporting and client questionnaires

•Review electronic communications, including emails and instant messages for any violations of internal policies and procedures

•Conduct vendor/service provider oversight and due diligence reviews

•Assist with internal and external audit requests and regulatory reviews

•Perform anti-money laundering functions related to the registered U.S. funds and private placements

•Perform checks against the OFAC list for all business counterparties Minimum Requirements:

•Two to four years of compliance experience, preferably at an investment advisor or broker-dealer firm.

•Series 7 preferred, or willingness to obtain within 6 months of hire

•Ability to manage priorities and handle multiple projects simultaneously

•Excellent oral and written communications skills

•High attention to detail, including the ability to maintain orderly documentation and track issues/recommendations

•Superior organizational skills and ability to meet deadlines •General understanding of regulatory/self-regulatory agencies (SEC, FINRA, CFTC) and the requirements of the Investment Advisers Act of 1940 and the Investment Company Act of 1940

•Proficient in Microsoft Office; experience with WebCRD, Protegent (PTA) and Global Relay is a plus